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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
GI
401
Gradient Investments
Minnesota
$560 13 -30 -70%
GWS
402
Glassman Wealth Services
Virginia
$474 11
BAAM
403
Baker Avenue Asset Management
California
$474 11 +11 New
CHA
404
Carmichael Hill & Associates
Maryland
$449 10
CPG
405
Cornerstone Planning Group
New Jersey
$431 10 +10 New
WT
406
Whittier Trust
California
$430 10 +10 New
FHA
407
First Horizon Advisors
Tennessee
$301 7 -18 -72%
HI
408
Horizon Investments
North Carolina
$301 7
OP
409
ORG Partners
Indiana
$280 6
TWP
410
TFO Wealth Partners
Ohio
$96 3
Marshall Wace
411
Marshall Wace
United Kingdom
-388,528 Closed
Holocene Advisors
412
Holocene Advisors
New York
-173,585 Closed
Skandinaviska Enskilda Banken (SEB)
413
Skandinaviska Enskilda Banken (SEB)
Sweden
-131,100 Closed
Balyasny Asset Management
414
Balyasny Asset Management
Illinois
-84,572 Closed
State of Tennessee, Department of Treasury
415
State of Tennessee, Department of Treasury
Tennessee
-80,295 Closed
Canada Pension Plan Investment Board
416
Canada Pension Plan Investment Board
Ontario, Canada
-65,000 Closed
DTL
417
Dynamic Technology Lab
Singapore
-52,002 Closed
CCIA
418
Campbell & Co Investment Adviser
Maryland
-45,226 Closed
FRM
419
Fox Run Management
Connecticut
-43,747 Closed
OQS
420
Occudo Quantitative Strategies
Florida
-40,471 Closed
AIM
421
Aigen Investment Management
New York
-34,869 Closed
CC
422
Corton Capital
Ontario, Canada
-33,641 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-32,061 Closed
AI
424
Atom Investors
Texas
-24,676 Closed
TCM
425
Teza Capital Management
Illinois
-24,082 Closed